WorldWide Markets - Page 48 of 48

Podcast: Trade to Trade Well, Capitec and banking stocks

Web Admin 26 March 2015WorldWide Markets

A show with a difference this week as Simon is traveling and unable to record any interviews. So we recorded his Trade to Trade Well presentation he did in Cape Town on Tuesday evening and have included the first 40 minutes of that presentation in the podcast. Part two of the presentation is here. He ...

Podcast: Mia Kruger on healthcare stocks

Web Admin 19 March 2015WorldWide Markets

Mia Kruger: Director and Equity Analyst & Portfolio Manager - Kruger International Asset & Wealth Management Health Care Stocks the theme this week as Mia picks; Aspen, Discovery and Mediclinic. Follow Mia on Twitter. Download the audio file here or subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. ...

Podcast: Maya on Money, SNV vs. GND and DSY

Web Admin 12 March 2015WorldWide Markets

Simon Brown thoughts and portfolio restructuring Selling OML, buying SNV and DSY. the why’s and why nots (especially why not GND). Find the portfolio here. Maya Fisher-French – Personal Finance Columnist Author of best selling Maya on Money, implement your money plan. She also runs the website MayaOnMoney.co.za Download the audio file here or subscriber to our ...

Podcast: Q&A with Garth Mackenzie

Web Admin 5 March 2015WorldWide Markets

Gerbrand Smit Chief Investment Officer NeFG Fund Management We chat his three preferred stocks to invest in right now; Anglo American, Anglo Platinum and Clover. Q&A with Garth Mackenzie This interview is taken from an earlier webcast. Just One Lap founder Simon Brown spends thirty minutes with Garth as he answers questions around trading, returns, portfolio ...

Podcast: Stock picking and local results season

Web Admin 26 February 2015WorldWide Markets

Nic Norman-Smith Chief Investment Officer Lentus Asset Management We are stock picking with Nic Norman-Smith in this episode of JSEDirect. He likes IBM (NYSE), Sainsbury (LSE) and Grindrod (JSE). Alec Abraham Senior Equity Analyst Sasfin Wealth Talking results season, focusing on retail and quick service restaurants. Download the audio file here. Subscriber to our feed here or sign ...

Podcast: Commodity and construction aren’t bottom-drawer stocks

Web Admin 19 February 2015WorldWide Markets

Why commodity and construction stocks are never bottom drawer stocks We get sucked in due to their cheapness, we hold them through the cycles. But do they deliver? And what of BHP Billiton? Is it the exception, Simon has for years said it is, but is it? Should he sell it? Bookends with Keith McLalchlan ...

Podcast: Jean Pierre Verster stocks and Mining Indaba

Web Admin 12 February 2015WorldWide Markets

Jean Pierre Verster Analyst 36One Asset Management Coronation Naspers Fortress B Short Net 1 Peter Major Mining specialist Cadiz Corporate Solutions What’s the mood at the Cape Town Mining Indaba? How Will Private Equity Impact the Mining Sector? Download the audio file here. Subscriber to our feed here or sign up for email alerts as ...

Podcast: Model ETF Portfolio with Nerina Visser

Web Admin 2 February 2015WorldWide Markets

Nerina Visser ETF strategist at ETFSA.co.za We discuss building an Exchange Traded Fund (ETF) portfolio with either R300 monthly, R1,000 monthly or a larger lump sum. The end of the conversation is also around tax and in particular the R30,000 tax free CGT and how one can make use of it. ETFs and ETNs covered ...

Podcast: Anthony Clark stock picks for 2015

Web Admin 29 January 2015WorldWide Markets

Anthony Clark Analyst Vunani Securities His five small/midcap picks for 2015; Anchor Capital (ACG), Consolidated Infrastructure Group (CIL), Quantum Foods (QFH), Curro (COH) and Torre (TOR). Link for the week What Is a “Strong” Balance Sheet? You can download the podcast here. Subscriber to our feed here or sign up for email alerts as a ...

Podcast: The predictions show

Web Admin 22 January 2015WorldWide Markets

We’re back! After a six month sabbatical JSEDirect is back and running from JustOneLap coming to you every Thursday. We’re making some changes that we’ll detail in the weeks ahead. This week’s show is our annual predictions show with Marc Ashton, GM at Moneyweb, Keith McLachlan, Small/Midcap fund manager at Alpha Wealth and Simon Brown ...